Find a Financial Advisor in Northbrook

Helping You Find Your Freedom

We proudly provide personalized financial planning services and customized wealth solutions. We take the time to get to know you and your goals and help guide you on a path toward freedom – whatever that looks like for you.

Get local service from a national brand. We are proud to serve the community of the greater Chicago area with comprehensive fiduciary services including financial planning, investment management, wealth advice, retirement planning and more.

We are happy to provide financial planning in Northbrook and the greater Chicago area. Allow us to help you define and find your freedom.

Wealth Management

Retirement Income Planning

Trust Services


Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.


From Being Ready for Retirement?

Our Advisors

Dennis Norwood

Wealth Advisor

Mark McCallum

Managing Director, Partner & Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Conmy

Partner, Wealth Advisor

Mark D. Anleitner

Partner, Wealth Advisor

Gregory Worcester

Partner, Wealth Advisor

Jill Gosz

Partner, Wealth Advisor

James Carano

Senior Wealth Advisor

Connor Butler

Associate Wealth Advisor

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.